2001－2002 年是煤炭行業整體扭虧為盈的開始，2003 年則是整個煤炭行業盈利增速較快，出現了前所未有的全行業第三季度 “淡季不淡”。一季度，煤炭銷售延續了去年四季度形勢，呈現旺季不旺的態勢；二季度，隨著冬季取暖的結束，價格小幅下滑，煤炭庫存略有增長，但市場運作基本平穩；進入三季度，秋季的來臨，電力和冶金需求大幅提升，煤炭市場一派“繁榮”。
     預計今年底明年初，由于國民經濟增幅同比回落、國家產業結構調整、能源生產和消費結構調整以及節能等造成煤炭需求不旺，不合理煤炭產量仍將不容忽視，亞洲金融危機影響不會消失的影響，今年第四季度的煤炭經濟低位運行狀態不會改變，且將延續到明年上半年。

目錄

Ⅰ 2003年3季度煤炭行業運行概況................................................................................1

一、整體發展特點..........................................................................................................1

1．國民經濟助推煤炭市場.................... ........................... ..........................................1

2．原煤生產增勢強勁.......................................................................... .......................1

3．優質煤炭局部緊張.... .................................................. .............. ............................2

4．電力增長刺激煤價上揚.............................................. ......... .................................2

二、存在的問題................................................................ ................ ...........................2

1．部分煤礦超產，庫存回升過快................................................... ..........................2

2．出口增長緩慢，國內面臨壓力......... ....................................... ............................3

3．煤礦安全生產形勢不容樂觀................................................. ................................3

三、四季度走勢預測.................................................................. ................................3

1．市場需求：漲幅有限..................................................... ......... ................................3

2．市場供應：基本穩定...................................................... .........................................4

3．電煤供求：加速聯合.................................................... ............................................4

4．抬價行動：繼續受阻..................................................... .......... ............................4

Ⅱ 2003年三季度煤炭市場供應情況.........................................................................5

一、煤炭產量................................................. ...............................................................5

二、產量增長原因............................................... ................. ......................................5

1．宏觀政策的影響........................................... .............. ..........................................5

2.電力煤炭需求大幅增長............................................ .......... ....................................6

3.各大市場投資主體的競相爭奪............................... .................................................6

4.國際環境的影響............................................................. .................. .......................7

三、全國重點煤礦生產情況............................... ...................... ................................7

1.生產特點....................................... ....................................... ......................................7

2.超產分析....................................................... ........................ ....................................10

3.增產分析...................................................... ........................ .....................................11

四、全國地方煤礦生產情況.......................................................................................12

五、全國鄉鎮煤礦生產情況.......................................... ...........................................13

Ⅲ 2003年3季度煤炭行業運銷情況............................ ......... ....................................14

一、煤炭企業裝車情況....................... ................................ ......................................14

1．分月情況.................................................................................... ............................14

2．分季度情況............................................................. ................... ...........................15

3．分地區情況......................................................... .......................... ........................15

4．山西省的情況................................................................... .....................................16

5．煤炭水運.......................................................... ............................... ......................17

二、煤炭銷售情況.............................................. ............. ..........................................18

1．總體銷售情況.......................................................................... ..............................18

2．國有重點煤礦情況.......................................................... ............. ........................20

3．地方煤礦................................................................. ..................... .........................20

三、出口情況................................................................ .............. ...............................21

四、庫存情況................................................................................... ...........................23

1.庫存總量............................................................................................. ......................23

2．地區分布................................................................. ..................... .........................25

Ⅳ 2003年三季度煤炭市場需求及價格走勢..................... .........................................27

一、影響煤炭市場需求的因素..................... .................................... .........................27

1．鋼鐵產量快速增長....................................................................... ........................27

2．電力需求迅猛增長.................................................................... .............................27

3．出口將繼續擴大........................................................................ .............................28

二、煤炭價格走勢分析.......................................................... .....................................28

Ⅴ 2003年3季度煤炭企業經營情況..... .................................. ....................................30

一、煤炭企業整體經營情況................ ....................................... ...............................30

二、煤炭上市公司業績....................................................... ........................................30

1、2002年煤炭上市公司業績回顧...................................... .......................................31

2．煤炭行業上市公司投資價值分析............................................ ............................31